CWM
DIAX

Concert Wealth Management’s Nuveen Dow 30SM Dynamic Overwrite Fund DIAX Stock Holding History

Concert Wealth Management’s Portfolio DIAX Stock Details DIAX Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
2017
Q1 		$875K Buy
2016
Q4 		– Sell
2016
Q3 		$939K Hold
2016
Q2 		$948K Buy
2016
Q1 		$840K Sell
2015
Q4 		$875K Hold
2015
Q3 		$825K Buy
2015
Q2 		$901K Buy